Longview Financial Advisors

Latest statistics and disclosures from Longview Financial Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are OMFL, COWZ, SPGP, IQLT, FYLD, and represent 45.05% of Longview Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: ICOW, GNR, FYLD, AVUV, IQLT, SPGP, MTBA, KMLM, CTA, INFL.
  • Started 2 new stock positions in MTBA, WMT.
  • Reduced shares in these 10 stocks: TUA (-$5.8M), TBIL, BOXX, OMFL, VMC, CVX, KO, GSEW, , QLTY.
  • Sold out of its positions in CVX, KO, DUK, GSEW, VMC.
  • Longview Financial Advisors was a net seller of stock by $-4.8M.
  • Longview Financial Advisors has $127M in assets under management (AUM), dropping by -6.98%.
  • Central Index Key (CIK): 0001786915

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Portfolio Holdings for Longview Financial Advisors

Longview Financial Advisors holds 43 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL) 11.1 $14M -3% 261k 54.23
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Pacer Us Cash Cows 100 Etf Etf (COWZ) 9.2 $12M +2% 206k 56.48
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Invesco S&p 500 Garp Etf Etf (SPGP) 9.1 $12M +7% 110k 104.88
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Ishares Msci Intl Quality Factor Etf Etf (IQLT) 8.8 $11M +7% 301k 37.12
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Cambria Foreign Shareholder Yield Etf Etf (FYLD) 6.9 $8.7M +12% 347k 25.21
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Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW) 6.6 $8.4M +18% 288k 29.19
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Us Treasury 3 Month Bill Etf Etf (TBIL) 5.7 $7.2M -38% 144k 49.86
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Avantis U.s. Small Cap Value Etf Etf (AVUV) 4.8 $6.1M +16% 63k 96.53
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Spdr S&p Global Natural Resources Etf Etf (GNR) 4.7 $6.0M +26% 121k 49.76
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Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL) 4.7 $6.0M +5% 157k 38.08
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Simplify Managed Futures Strategy Etf Etf (CTA) 4.0 $5.0M +6% 180k 27.89
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Kraneshares Mount Lucas Managed Futures Index Strategy Etf Etf (KMLM) 2.7 $3.5M +16% 124k 28.10
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Imgp Dbi Managed Futures Strategy Etf Etf (DBMF) 2.7 $3.4M +5% 129k 26.16
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Spdr S&p 500 Etf Trust Etf (SPY) 2.2 $2.8M 4.8k 586.14
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Simplify Short Term Treasury Futures Strategy Etf Etf (TUA) 1.9 $2.4M -70% 115k 21.22
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Invesco Russell 1000 Equal Weight Etf Etf (EQAL) 1.8 $2.3M 48k 48.30
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Cambria Shareholder Yield Etf Etf (SYLD) 1.3 $1.6M -6% 24k 68.47
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Dimensional International Small Cap Value Etf Etf (DISV) 1.0 $1.3M 48k 26.57
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Eli Lilly & Co Stock (LLY) 1.0 $1.2M 1.6k 772.00
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Vanguard Value Etf Etf (VTV) 0.9 $1.2M 6.9k 169.32
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Vanguard Mid-cap Etf Etf (VO) 0.8 $1.1M 4.0k 264.18
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Freedom 100 Emerging Markets Etf Etf (FRDM) 0.8 $1.0M +4% 32k 32.68
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Ishares International Smallcap Equity Factor Etf Etf (ISCF) 0.7 $894k 28k 32.28
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Alpha Architect 1-3 Month Box Etf Etf (BOXX) 0.7 $852k -40% 7.7k 110.28
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Vanguard Esg International Stock Etf Etf (VSGX) 0.5 $603k 11k 56.70
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Simplify Mbs Etf Etf (MTBA) 0.5 $578k NEW 12k 49.69
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Invesco S&p Midcap Momentum Etf Etf (XMMO) 0.4 $540k 4.4k 123.53
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Dimensional International Core Equity Market Etf Etf (DFAI) 0.4 $521k 18k 29.20
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Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG) 0.4 $516k +4% 6.8k 76.37
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Ishares Core S&p 500 Etf Etf (IVV) 0.4 $481k -4% 817.00 589.09
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Gmo U.s. Quality Etf Etf (QLTY) 0.4 $463k -19% 15k 31.97
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Gallagher Arthur J & Co Stock (AJG) 0.3 $440k -9% 1.6k 283.91
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.3 $432k -20% 2.5k 175.26
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Ishares Esg Advanced Total Usd Bond Market Etf Etf (EUSB) 0.3 $391k 9.2k 42.48
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Invesco Nasdaq 100 Etf Etf (QQQM) 0.3 $388k +21% 1.8k 210.51
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Energy Select Sector Spdr Fund Etf (XLE) 0.3 $376k +5% 4.4k 85.66
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Southern Stock (SO) 0.3 $355k -8% 4.3k 82.33
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Dominion Energy Stock (D) 0.2 $270k 5.0k 53.86
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Automatic Data Processing Stock (ADP) 0.2 $253k 865.00 292.73
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Cambria Global Value Etf Etf (GVAL) 0.2 $243k 12k 20.86
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Walmart Stock (WMT) 0.2 $227k NEW 2.5k 90.37
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Philip Morris Intl Stock (PM) 0.2 $227k +3% 1.9k 120.37
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Lockheed Martin Corp Stock (LMT) 0.2 $210k -9% 431.00 486.06
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Past Filings by Longview Financial Advisors

SEC 13F filings are viewable for Longview Financial Advisors going back to 2024